Use this template in your meetings to record and track your action items or use it like a simple checklist. It includes a checkbox column that uses a conditional formatting rule to cross out actions when they are done.
In management, an action item is a documented event, task, activity, or action that needs to take place. Action items are discrete units that can be handled by a single person.
Action items are usually created during a discussion by a group of people who are meeting about one or more topics and during the discussion it is discovered that some kind of action is needed. The act required is then documented as an action item and usually assigned to someone, usually a member of the group. The person to whom the action is assigned is then obligated to perform the action and report back to the group on the results.
Action items are usually documented in the meeting minutes and are recorded in the task list of the group. As people complete action items, the items are documented as being completed and the item is removed from the list of outstanding action items.
Download also:
- Project Planning Guide
- Gantt Chart Excel Template
- Project Scheduling (PERT/CPM)
- Project Planning and Control Techniques
- Project Management Tools and Techniques
- Project Plan Timeline and Highlight Template Excel
- Inventory Management Assessment Excel Template
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